Building trusted relationships with small business owners is what defines Lasting Wealth Principles. We will start our long-term relationship by establishing your financial goals and getting organized. Clients can expect an ongoing full-service calendar, which consists of financial planning items, tax minimization strategies, and investment management all being addressed consistently throughout the year.
Zoom meetings are quarterly. However, if clients have any financial questions and/or concerns that they want addressed, then there is also unlimited phone and email support provided. This service is best for small business owners who are looking for a trusted fiduciary advisor to help them with ongoing financial, tax and investment decisions.
